See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,985 | $165,335-54.6% | $149,696-49.9% | $158,922-52.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 34.26% | 348.15%-313.9pp | 276.60%-242.3pp | 302.83%-268.6pp |
| Employer contribution / active EE | $2,498 | $5,103-51.0% | $4,644-46.2% | $4,761-47.5% |
| Participant deferral / active EE | $10,407 | $7,181+44.9% | $6,842+52.1% | $5,982+74.0% |
| Admin fee / account holder | $1,129 | $10,807-89.5% | $9,309-87.9% | $11,246-90.0% |